[Koha-bugs] [Bug 31631] Optionally choose for tax-exclusive values to be used for calculating fund values (spent, ordered)

bugzilla-daemon at bugs.koha-community.org bugzilla-daemon at bugs.koha-community.org
Wed Feb 22 00:39:28 CET 2023


https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31631

--- Comment #22 from Alex Buckley <alexbuckley at catalyst.net.nz> ---
Created attachment 147102
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https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=147102&action=edit
Bug 31631: Optionally use tax-exclusive values for calculating fund values

Test plan:
1. Apply patches
2. sudo koha-upgrade-schema <instance>
3. Restart services
4. Set TaxRates syspref = 0.15
5. Create a new fund with amount = 1000
6. Add an order to a basket with the following values:
- Fund = Choose the fund from step #5
- Quantity = 1
- Vendor price = 10
- Tax rate = 15%
- Discount = 20%
- Retail price = 10.00
- Replacement cost = 10.00
- Actual cost = 10.00
- Ensure the basket belongs to a vendor with ("List prices" = "Don't include
tax" and "Invoice prices" = "Don't include tax")
7. Go to the Acquisitions home page
8. Confirm the 'Ordered' column for the step #5 fund contains 9.20
9. Click on the 9.20 link and confirm the ordered.pl page that loads
also contains 9.20 as the 'Subtotal'

10. Change 'CalculateFundValuesIncludingTax' = 'Exclude'
11. On the Acquisitions home page confirm the 'Ordered' column now
contains 8.00
12. Click on the 8.00 link and confirm the ordered.pl page also contains
8.00 as the 'Subtotal'

13. Close your basket and receive your order - change the 'Actual costs'
= 8.00 (the $10 retail price less the 20% discount, tax exclusive)
14. Go to the Acquisitions home page and confirm the 'Spent' column now
contains 8.00
15. Click on the 8.00 link and confirm the spent.pl page also contains
8.00 as the 'Subtotal'

16. Change 'CalculateFundValuesIncludingTax' = 'Include'
17. Confirm the 'Spent' column on the Acquisitions home page now shows
9.20
18. Click on the 9.20 link and confirm the spent.pl page also contains
9.20 as the 'Subtotal'

Sponsored-by: Waikato Institute of Technology, New Zealand

Signed-off-by: David Nind <david at davidnind.com>

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